Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: 3bar who wrote (1178)	5/6/2014 9:21:50 AM
From: Kirk ©	Read Replies (2) \| Respond to of 26769

I have a hard time taking anyone seriously when they introduce you to something new and do not take the time to tell you what the letters POET stand for.... maybe it is just poor writing and editing? Lots of things are faster than Silicon, we used much more exotic materials for Lasers and LEDs plus their integrated driver electronics... but they are not cheap. You have a winner when the overall cost performance metric is broken... and nothing in those articles said anything about that.

To: 3bar who wrote (1178)	5/6/2014 9:23:40 AM
From: Kirk ©	Respond to of 26769

Digitimes Research: Smartphone application processor shipments in China dip over 4% sequentially in 1Q14 Eric Lin, DIGITIMES Research, Taipei [Tuesday 6 May 2014] digitimes.com Shipments of smartphone-use application processors in China slid 4.2% sequentially but grew 10.8% on year in the first quarter of 2014, according to Digitimes Research. MediaTek's shipments of smartphone APs began to slow down in the fourth quarter of 2013 and continued to drop 6.1% sequentially in the first quarter of 2014, affected by its policy to focus more on mid-range to high-end models as well as by a lack of a comprehensive portfolio of its LTE parts, Digitimes Research said. China-based Spreadtrum Communications also saw its smartphone AP shipments decline 16.7% sequentially in the first quarter of 2014 despite an influx of short lead-time orders received in the previous quarter. Spreadtrum's prospects for 2014 are not optimistic as it lacks competitiveness in the single-core TD sector and is also unable to improve its product portfolio in the short term. Qualcomm's QRD (Qualcomm reference design) solutions for entry-level and mid-range smartphones were still unpopular, causing a decline of its client base. Although Qualcomm has started promoting solutions for other platforms such as Windows Phone and Firefox OS, it will take time to see significant results. However, Qualcomm's shipments of related LTE products have begun to gain momentum, buoyed by highly integration of the chips. HiSilicon Technologies and Nvidia managed to keep their shipment momentum in the first quarter but their shipments were down slightly from the previous quarter due to seasonal factors, Digitimes Research said. Content from this blog post was provided by the Digitimes Research Tracking team, which focuses on shipment data and market trends in the global mobile device supply chain. Digitimes Research provides quarterly tracking services for market sectors such as Global Tablet, China Smartphone, China Smartphone AP, China Touch Panel, Taiwan ICT and Taiwan FPD. Click here for more information about Digitimes Research Tracking services.